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Portfolio (Quarterly) Guide ↗

Tortoise Investment Management, LLC

· CIK 0001599511
13F Portfolio $1.1B AUM Filed Nov 13, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 1554 New
Page 77 of 78  ·  1,554 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1521 ACHR ARCHER AVIATION INC Industrials 4.0 $38.0 NEW $9.50 -33.1%
1522 CVBF CVB FINL CORP Financial Services 2.0 $38.0 NEW $19.00 +7.1%
1523 PR PERMIAN RESOURCES CORP Energy 3.0 $38.0 NEW $12.67 +61.4%
1524 RRC RANGE RES CORP Energy 1.0 $38.0 NEW $38.00 +8.0%
1525 XP XP INC Financial Services 2.0 $38.0 NEW $19.00 -11.5%
1526 RDN RADIAN GROUP INC Financial Services 1.0 $36.0 NEW $36.00 +0.9%
1527 ENPH ENPHASE ENERGY INC Energy 1.0 $35.0 NEW $35.00 +82.9%
1528 S SENTINELONE INC Technology 2.0 $35.0 NEW $17.50 +6.9%
1529 PECO PHILLIPS EDISON & CO INC Real Estate 1.0 $34.0 NEW $34.00 +18.5%
1530 YETI YETI HLDGS INC Consumer Cyclical 1.0 $33.0 NEW $33.00 +37.0%
1531 LAUR LAUREATE EDUCATION INC Consumer Defensive 1.0 $32.0 NEW $32.00 +3.5%
1532 WSBC WESBANCO INC Financial Services 1.0 $32.0 NEW $32.00 +8.0%
1533 CAI CARIS LIFE SCIENCES INC Healthcare 1.0 $30.0 NEW $30.00 -48.2%
1534 YORW YORK WTR CO Utilities 1.0 $30.0 NEW $30.00 -0.4%
1535 OLYMPIC STEEL INC 1.0 $30.0 NEW $30.00
1536 OPCH OPTION CARE HEALTH INC Healthcare 1.0 $28.0 NEW $28.00 -25.2%
1537 WRBY WARBY PARKER INC Healthcare 1.0 $28.0 NEW $28.00 -10.4%
1538 GCT GIGACLOUD TECHNOLOGY INC Technology 1.0 $28.0 NEW $28.00 +36.4%
1539 ENR ENERGIZER HLDGS INC NEW Industrials 1.0 $25.0 NEW $25.00 -27.3%
1540 QS QUANTUMSCAPE CORP Consumer Cyclical 2.0 $25.0 NEW $12.50 -34.4%
Page 77 of 78  ·  1,554 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 63.1%
Technology 16.0%
Industrials 6.2%
Healthcare 3.2%
Consumer Cyclical 3.2%
Consumer Defensive 2.8%
Communication Services 2.6%
Energy 1.4%
Utilities 0.8%
Basic Materials 0.4%